Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,026 | $111,785+36.9% | $93,669+63.4% | $145,877+4.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.77% | 203.79%-186.0pp | 133.59%-115.8pp | 551.28%-533.5pp |
| Employer contribution / active EE | $2,278 | $3,096-26.4% | $2,424-6.0% | $4,663-51.2% |
| Participant deferral / active EE | $10,384 | $4,919+111.1% | $4,416+135.2% | $6,691+55.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |